Aaron Wealth Advisors LLC Has $3.57 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Aaron Wealth Advisors LLC grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 58.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 16,648 shares of the semiconductor manufacturer’s stock after purchasing an additional 6,113 shares during the quarter. Aaron Wealth Advisors LLC’s holdings in Advanced Micro Devices were worth $3,565,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in AMD. Brighton Jones LLC lifted its stake in shares of Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after purchasing an additional 29,438 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Advanced Micro Devices by 2.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after purchasing an additional 234 shares during the period. Sivia Capital Partners LLC lifted its stake in shares of Advanced Micro Devices by 125.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after purchasing an additional 2,970 shares during the period. United Bank lifted its stake in shares of Advanced Micro Devices by 22.0% in the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after purchasing an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after purchasing an additional 7,228 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

AMD opened at $220.18 on Tuesday. The business’s 50-day moving average price is $209.24 and its two-hundred day moving average price is $215.70. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a market capitalization of $358.97 billion, a price-to-earnings ratio of 83.09, a P/E/G ratio of 0.82 and a beta of 1.96. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. During the same quarter last year, the business posted $1.09 EPS. The company’s revenue for the quarter was up 34.1% on a year-over-year basis. Equities analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

More Advanced Micro Devices News

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: Surge in AI/server demand — Reports say “agentic AI” and unexpectedly strong server CPU demand have bumped chip orders and helped AMD gain share versus peers, a clear fundamental driver for revenue and pricing power. Read More.
• Positive Sentiment: Citi puts AMD on a 30‑day positive catalyst watch — Citi flagged AMD as a near‑term opportunity tied to AI CPU demand and pricing trends, which tends to spur short‑term buying by funds watching catalyst lists. Read More.
• Positive Sentiment: Broader industry tailwinds — Coverage noting strong server CPU demand lifted both Intel and AMD shares today, suggesting sector momentum (data center spend) is helping AMD’s stock. Read More.
• Positive Sentiment: Broker upgrades and buy‑lists — Erste Group’s upgrade and inclusion in AI growth/buy lists (The Motley Fool, investment writeups) reinforce the narrative that AMD is a leader in chips for AI workloads. Read More.
• Neutral Sentiment: Technical consolidation/recovery — Coverage notes AMD is trying to recover after a large pullback and trading above a key technical level; useful for traders but uncertain for fundamentals. Read More.
• Neutral Sentiment: Long‑term buy theses remain despite macro risks — Contrarian pieces highlight AMD as a long‑term AI/semiconductor growth pick amid market pessimism; helpful for longer‑horizon investors but less relevant to near‑term moves. Read More.
• Negative Sentiment: Price‑target cut from Citigroup — Citi trimmed AMD’s target from $260 to $248 and assigned a “neutral” rating, which can cap upside and gives investors a more cautious near‑term outlook despite the catalyst watch. Read More.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on AMD. Evercore reaffirmed an “outperform” rating and set a $358.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $345.00 price objective on shares of Advanced Micro Devices in a research note on Friday, January 30th. Finally, Erste Group Bank raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Thursday, April 2nd. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $290.19.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the sale, the executive vice president owned 289,098 shares of the company’s stock, valued at $62,679,337.38. This trade represents a 6.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the completion of the sale, the chief executive officer directly owned 3,146,006 shares in the company, valued at $625,331,612.62. This represents a 2.63% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 239,392 shares of company stock worth $50,016,383. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.